Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who wrote (40283)	12/2/2000 4:20:11 PM
From: Gary Burton	Read Replies (2) of 70976

O/T--I've very recently started buying back into the Semiequips and now own ASYT from 12ish and LRCX from 14.75---2 questions if I may---1)Why on earth is ASYT selling at a substantial discount to PRIA? Seems to me that no discount is warranted....2)Why is LRCX trading at a substantial discount to NVLS or KLAC? (psr and 2001 p/e)----Also, can someone suggest a 3rd one that is down more than 75% and which is highly regarded in its field? (maybe MTSN?)thanks

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next